KWA
Kingswood Wealth Advisors Portfolio holdings
AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B (+97%)
Cap. Flow
+$1.34B
Cap. Flow % of AUM
51.27%
Top 10 Holdings %Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103
Top Buys
| 1 | $498M | |
| 2 | $117M | |
| 3 | $96.4M | |
| 4 | $95M | |
| 5 | $56.2M |
Top Sells
| 1 | $5.66M | |
| 2 | $5.31M | |
| 3 | $4.76M | |
| 4 | $4.36M | |
| 5 | $3.24M |
Sector Composition
| 1 | Technology | 35.91% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Communication Services | 5.59% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $398K | 0.02% | 6,056 +1,231 | +26% | +$80.9K | |||
| $397K | 0.02% | 1,502 -8 | -0.5% | -$2.12K | |||
| $393K | 0.01% | 5,784 | – | – | |||
| $387K | 0.01% | 11,673 +3,114 | +36% | +$103K | |||
| $386K | 0.01% | 4,913 -2,151 | -30% | -$169K | |||
| $384K | 0.01% | 1,271 -357 | -22% | -$108K | |||
| $382K | 0.01% | +14,166 | New | +$382K | |||
| $379K | 0.01% | 3,050 +49 | +2% | +$6.1K | |||
| $379K | 0.01% | 25,420 -3,714 | -13% | -$55.3K | |||
| $378K | 0.01% | 16,318 +122 | +0.8% | +$2.83K | |||
| $376K | 0.01% | 9,045 -51 | -0.6% | -$2.12K | |||
| $376K | 0.01% | 8,227 -182 | -2% | -$8.31K | |||
| $375K | 0.01% | 2,877 -1,195 | -29% | -$156K | |||
| $374K | 0.01% | 3,379 +755 | +29% | +$83.6K | |||
| $373K | 0.01% | 8,095 +902 | +13% | +$41.5K | |||
| $372K | 0.01% | 7,278 -454 | -6% | -$23.2K | |||
| $370K | 0.01% | 2,076 +88 | +4% | +$15.7K | |||
| $369K | 0.01% | 12,137 +5,455 | +82% | +$166K | |||
| $367K | 0.01% | 55,961 -1,540 | -3% | -$10.1K | |||
| $366K | 0.01% | 6,637 +52 | +0.8% | +$2.87K | |||
| $365K | 0.01% | 7,008 -4,447 | -39% | -$232K | |||
| $365K | 0.01% | 9,219 -2,403 | -21% | -$95K | |||
| $364K | 0.01% | 3,331 +430 | +15% | +$47K | |||
| $358K | 0.01% | 10,215 +1,108 | +12% | +$38.8K | |||
| $355K | 0.01% | +2,917 | New | +$355K |
